With Portfolio, customers can navigate between high-level portfolios and low-level projects. The capability also seamlessly integrates with their entire workflow, connecting to a project request monday board for work intake. Once a project is approved, and with monday.com’s automation features, it will seamlessly populate into a template based on the project's requirements. Templates can then be governed by monday.com’s new standardisation capability, which is currently in beta.
“We constantly strive to provide our customers with the best solutions for their business needs, and this latest release of Portfolio demonstrates that commitment,” says Daniel Lereya, Chief Product and Technology Officer at monday.com. “We are democratising project portfolio management methods by making them easy to master, which is a major differentiator to others in the market. With our Portfolio management solution, our enterprise customers will now have a strong connection between everyday work and high-level insights, providing a top-down view that drives efficiency and effectiveness.”
monday.com’s Portfolio management solution redefines managers’ workflows with key benefits, including:
- Zero setup, instant connection: The solution is ready-to-go and does not require a complicated setup process. The instant connection feature ensures customers can start managing projects immediately, boosting productivity from the moment of implementation.
- Streamlined workflows: Customers can integrate their workflows by adding automations, customising project intake, and utilising templates to standardise processes.
- Peak Personalisation: The solution is designed to be flexible and customisable, allowing managers to tailor it to their specific needs. With the ability to add fields, connect dashboards, and more, it offers a truly personalised experience.
“We’re thrilled to bring the full Portfolio management solution to the Asia Pacific and Japan region,” says Dean Swan, Vice President and GM of APJ at monday.com. “The solution empowers our enterprise customers to gain a complete view of their projects, streamline operations, and make informed decisions with confidence – all within the familiar monday.com interface. It brings visibility and allows teams to get started quickly to maximise collaboration and we look forward to seeing how our enterprise customers leverage it to achieve new levels of success.”
The release of monday.com’s day-to-day workflows with more extensive strategies and scale projects to achieve company goals.
Learn more about the new Portfolio management solution and its capabilities here.
